RW Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RW Investment Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105M	Buy	+1,337,847	New	+$105M	10.15%	3
2025 Q3	$98.8M	Buy	1,252,378 +82,360	+7%	+$6.48M	10.19%	3
2025 Q2	$92.1M	Buy	1,170,018 +1,367	+0.1%	+$107K	10.26%	3
2025 Q1	$91.5M	Buy	1,168,651 +12,076	+1%	+$937K	11.24%	3
2024 Q4	$89.4M	Buy	1,156,575 +49,954	+5%	+$3.88M	10.89%	4
2024 Q3	$87.1M	Buy	1,106,621 +36,920	+3%	+$2.88M	10.83%	4
2024 Q2	$82M	Buy	1,069,701 +33,516	+3%	+$2.56M	11.09%	4
2024 Q1	$79.4M	Buy	1,036,185 +51,155	+5%	+$3.92M	11.06%	4
2023 Q4	$75.9M	Buy	985,030 +61,949	+7%	+$4.69M	11.57%	4
2023 Q3	$69.4M	Buy	923,081 +107,469	+13%	+$8.1M	12.6%	4
2023 Q2	$61.6M	Buy	815,612 +140,424	+21%	+$10.7M	12.77%	3
2023 Q1	$51.6M	Buy	675,188 +148,851	+28%	+$11.3M	14.37%	2
2022 Q4	$39.6M	Buy	+526,337	New	+$39.5M	15.59%	1

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RW Investment Management's BSV Position: Q1 2026 in Review

RW Investment Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 1,337,847 shares worth $105M. The stake represents 10.15% of the portfolio and ranks #3 among its holdings. This is a return to the name: RW Investment Management previously reported a position in BSV as recently as Q3 2025.

RW Investment Management first reported a position in BSV in Q4 2022 and has held it in 13 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

RW Investment Management held 1,337,847 shares of Vanguard Short-Term Bond ETF worth $105M as of Q1 2026.
Vanguard Short-Term Bond ETF was a new RW Investment Management position in Q1 2026.
Vanguard Short-Term Bond ETF made up 10.15% of RW Investment Management's portfolio in Q1 2026, its #3 holding.
RW Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 13 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.